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AI Leadership Is Shifting. Here’s How to Follow the Big Money
Space Exploration Technologies Corp. (SPCX) is cooling off after its long-awaited IPO. Micron Technology, Inc. (MU) has suddenly become one of the biggest AI stories…
He Quietly Sold Nvidia. Now We Know Why
The “Fab 10” reshapes the AI trade… a connected billionaire’s quiet exit… why oil isn’t done yet… this bull market is broader than you think……
Warsh’s First Move – And the Test That’s Just Getting Started
The FOMC decision is in … what Warsh signaled … why the market’s inflation relief may be premature … the curveball every new Fed chair…
Skip the Oura Ring IPO. Buy These 10 Stocks Instead.
Oura Ring’s IPO looks like Peloton in 2020 — great product, dangerous price. Ten public wellness stocks own the real trade.
The Trade Everyone’s Missing in the Peace Rally
Iran peace deal gooses markets… the hidden signal in gold’s surge… what broke the gold run… the structural case that hasn’t moved… and the tool…
SaaSmageddon Isn’t Over. It’s Just on Pause.
SaaS stocks rallied 45% off the lows — but the fundamental risks didn’t. The compounders and the faders look identical today. They won’t.
The Agentic AI Tax: Who Pays and Who Profits
The shift from chatbots to agents is already multiplying AI infrastructure demand. Most investors are still watching the wrong stocks.
The SpaceX IPO Just Hit the Reality Wall (Plus, the Trades Behind It)
The SpaceX IPO just hit its valuation reality wall. Luke Lango breaks down which IPOs burst through, which die – and what it signals for…
The Fed’s Excuse Just Disappeared
May CPI is hot – but we dodged a bullet… the labor market handbrake is releasing… what a hike would mean for AI stocks… an…
The Two Forces Creating One Massive Energy Bull Market – and How to Join It
In today’s Smart Money, let’s examine two forces and the market opportunities they’re uniquely creating in the energy sector Then, I’ll show you how to…
Nvidia Returned 30% Last Year, but This Stock Could Return 1,000%
I’d like to tell you about a little-known energy company with incredible potential. Then, I’ll share how you can find even more AI Enabler companies with bigger upsides than…
What to Look For Before the SpaceX IPO
The jobs report Main Street wanted, Wall Street didn’t… the consumer underneath the headline… AI displacement gets new data… a week that could move everything
Everyone Is Asking If the AI Bubble Will Burst. That’s the Wrong Question.
The consumer is tapped out, and the AI bubble is real — but history says the final bull leg may be the most explosive. Here’s…
Is the AI Selloff a Buying Opportunity? The Data Says Yes
AI stock selloff got you spooked? Broadcom’s $30B backlog, a $5T IPO wave, and 88,000 AI layoffs say the boom is accelerating. Luke Lango breaks…
Is This an AI Bubble? Here’s the Only Question That Matters
Two different takes on the same market … which one is correct?… what earnings are actually doing… the one variable to watch to protect your…
Three Reasons Why Louis Isn’t Chasing SpaceX… and What Investors Should Do Instead
To share his perspective, I’ve invited Louis to today’s Smart Money to explain why he considers SpaceX a risky bet. He’ll go through the history…
Three Reasons Why I’m Not Chasing SpaceX… and What to Do Instead
The FOMO on SpaceX stock is real. So was the FOMO on Facebook’s IPO — right before it dropped 50%.
“Don’t Fight the Fed.” But What If You Can’t Find It?
The biggest issue at tomorrow’s FOMC meeting… the Wall Street skill that may be about to depreciate … what Bernanke built and Warsh wants to…
Nvidia Still Has 40% Upside – Here’s the Math
Has the “meltdown” begun?… Louis says buy every dip… Nvidia’s surprising upside… the AI infrastructure play Eric spotted first…
Three Reasons Why I’m Not Chasing SpaceX… and What Investors Should Do Instead
In today’s Market 360, let’s talk about how investors should handle SpaceX now that it is public and the three reasons why I do not…
A Warning from the “King of Quants” – and a New AI-Powered Trading Tool
The idea behind it is simple, even if the technology under the hood isn’t. I sat down with Michael Salvatore, Editor of TradeSmith Daily, for a wide-ranging conversation about AI,…
How AI Turned a 615% Gain Into 3,626%
In today’s Sunday Digest, Louis explores how AI is already transforming fields as complex as medicine and scientific research – and why he believes the…
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